YCharts
Sarah Kreissler currently serves as a Customer Success Manager at YCharts, having previously held the role of Customer Success Associate since June 2022. Prior experience includes working as a Financial Advisor at Ameriprise Financial Services, LLC from August 2020 to June 2022, and as a Junior Wealth Manager at Pivot Wealth Strategies, LLC from March 2020 to August 2020. Sarah also gained experience as a Financial Consultant at Wells Fargo Advisors between December 2018 and December 2019 and participated in the FAIT Program at Wells Fargo, where Sarah worked as a Business Banking Credit and Relationship Management Program Analyst from July 2017 to December 2018. Sarah holds a Bachelor's Degree in Finance with a Minor in Accounting from Iowa State University's Ivy College of Business, completed in 2017.
This person is not in any offices
YCharts
2 followers
Enabling smarter investment decisions & better client communications. Email: hello@ycharts.com Free trial: https://t.co/uWU2VHcLjY